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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'd like to know what you think of MRG's Q3 report that came out today. I would especially appreciate your assessment of (1) potential growth and (2) your calculation of Payout Ratio using AFFO (not FFO, as they do, which tells me nothing without knowing the maintenance expenses). I must admit I get very suspicious of reits that only provide FFO and not AFFO.
Read Answer Asked by arnold on November 01, 2017
Q: Following your comments about retail REITs a few days ago, I reviewed my REIT holdings and my only retail REIT is CHP.UN. Their properties are almost exclusively Loblaws-branded grocery stores, with a small mix of other retailers. My view in buying this a few years ago is that people have to eat, but at that time there was really no alternative like the recent Amazon move. What is your view of CHP.UN in general, and would you continue to hold it for income.

Thank-you
Read Answer Asked by grant on October 31, 2017
Q: What would your recommended REIT asset allocation be for a growth-oriented 33 year old who does not own a house? Currently own some Chartwell in a margin account. Would CAR.UN be your next choice? Is it advisable to own REITs in non-tax advantaged accounts?
Much appreciated
Read Answer Asked by Ryan on October 30, 2017
Q: Over the past 5 years, MRT.UN is down to about $14 from its highs of $19 +, whereas MRG.UN is up to $15.60 from just over $10. Is this difference all down to the U.S. property market being better than Canadian in terms of growth ? Is that likely to continue ?

What is your take on these 2 REITS and on the sector generally ?
Read Answer Asked by Don on October 30, 2017
Q: In what order would you rank these residential reits for a long term hold (5 plus years)? Would you agree that you should have one or two as part of a core holding in a portfolio? Thank you .
Read Answer Asked by Albert on October 26, 2017
Q: Currently I own the shares of RUF.UN, recently its share price fell due to the Hurricane Harvey which hit Texas, where most of the RUF.UN's real estate properties are. Since this is a one time catastrophic event do you recommend that I increase my position in this company. I see this company as a good bond proxy (dividend yield is approx 6.00%) with little volatility. The purpose of my investment is "income" and moderate price appreciation. Do you agree with my reasoning or do you suggest another company?
Read Answer Asked by Jacob on October 25, 2017
Q: You expressed a little concern on Tuesday with reits that had little or no exposure to retail space. Could you suggest a few top picks that avoid retail?
Read Answer Asked by Valdis on October 25, 2017
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